Nakoma Capital Management

Nakoma Capital Management as of Dec. 31, 2010

Portfolio Holdings for Nakoma Capital Management

Nakoma Capital Management holds 31 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Inc. Com 037 9.1 $5.3M 17k 322.55
O'reilly Automotive Inc. Com 671 7.2 $4.2M 69k 60.42
Albemarle Corp. Com 012 7.0 $4.1M 73k 55.78
United Parcel Service Inc. Cl B 911 7.0 $4.1M 56k 72.58
Newmont Mining Corp. Com 651 6.9 $4.0M 66k 61.43
Monsanto Co. New Com 611 6.0 $3.5M 51k 69.64
Potash Corp. Sask. Inc. Com 737 5.5 $3.2M 21k 154.81
Suncor Energy 5.4 $3.2M 83k 38.29
Spdr Gold Trust Gold shs 784 5.0 $2.9M 21k 138.73
Thermo Fisher Scientific Inc. Com 883 4.9 $2.8M 51k 55.37
Gatx Corp. Com 361 4.7 $2.8M 78k 35.27
Lindsay Corporation Com 535 4.5 $2.7M 45k 59.43
Adobe Systems Inc. Com 007 4.5 $2.6M 85k 30.78
United Continental Holdings Inc. Com 910 3.9 $2.3M 96k 23.82
F5 Networks 3.9 $2.3M 17k 130.17
Gamestop Corp. New Cl A 364 3.4 $2.0M 88k 22.88
Deutsche Bk Ag London Brh Ps Cr d oil etn 251 2.2 $1.3M 24k 53.33
Kohls Corp. 1.9 $1.1M 20k 54.32
Costco Wholesale Corp. New Com 221 1.0 $585k 8.1k 72.22
Affiliated Managers Group Inc. Com 008 0.9 $546k 5.5k 99.27
Disney Walt Co. Com D isney 254 0.7 $401k 11k 37.48
Union Pacific Corp. Com 907 0.6 $371k 4.0k 92.75
Cisco Systems 0.6 $326k 16k 20.25
Mcdonald's Corp. Com 580 0.5 $269k 3.5k 76.86
Wal-mart Stores Inc. Com 931 0.4 $243k 4.5k 54.00
International Business Machs C 0.4 $235k 1.6k 146.88
Alliancebernstein Holding L.p. Unit ltd partn 018 0.4 $233k 10k 23.30
Southwest Airlines Co. Com 844 0.4 $234k 18k 13.00
Kinder Morgan Energy Partners Ut Lt d partner 494 0.4 $211k 3.0k 70.33
Johnson & Johnson Com 478 0.3 $204k 3.3k 61.82
Sovran Self Storage Inc. Com 846 0.3 $166k 4.5k 36.89